Investment Analyst

About the Client

We are a single-family office with a diversified global portfolio across multiple asset classes. The team focuses on disciplined investment execution, risk management, and long-term capital preservation.

Key Responsibilities

• Portfolio Management : Oversee a multi-currency portfolio (USD and RMB) and relationships with general partners (GPs). Track fund performance, manage reporting, and support capital redeployment into more liquid strategies.
• Investment Analysis : Evaluate new fund and direct investment opportunities across public and private markets. Conduct detailed financial analysis, prepare investment memos, and support Investment Committee decisions.
• Due Diligence & Risk : Lead due diligence on external managers and direct investments, ensuring alignment with investment strategy and risk appetite.
• Stakeholder Management : Maintain strong relationships with GPs, investment managers, and internal stakeholders to ensure transparency and performance accountability.
• Reporting & Compliance : Prepare periodic portfolio and performance reports; monitor regulatory and internal compliance.
• Strategic Initiatives : Contribute to investment process improvements, research projects, and policy development.

Requirements